Affordable Financial Services - Mt Carmel (PA)

Sarah Anzalone Great service, highly professional and responsive staff that priortized my convenience. Susan Jaynes was able to thoroughly explain and create an HSA for me in record time, remotely. I am still impressed with how easy the experience was!

Charles Alexander Roffman Miller are financial advisors that are fiduciaries. Unlike insurance agents and stock brokers, fiduciaries must put you first. Insurance agents and stock brokers only have to provide "suitable" advice (whatever that means). They can sell you high commission products, trade frequently, etc. We have been extremely happy with Roffman Miller who have been managing our money since before I retired in 2015.

George Lasko They work with you to get you the best rate on a loan. The people are friendly also! Recommend them highly!

Cathy Brotzman My Husband and I met with Daven for medicare insurance advice. He cleared up all the confusion as to what policies would fit our needs. He found us great policies that saved us quite a bit of money. He was very knowledgeable and patiently answered all our questions. And the appointment was free!